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MCP Workflows

The EdgarTools MCP server ships with 7 pre-built analysis workflows that chain tools together into multi-step research patterns. These are MCP prompts -- templates that guide Claude through a complete analysis.

Pre-Built Workflows

Workflow What it does Key parameter
due_diligence Full company analysis -- profile, financials, risks, insider activity identifier (ticker/CIK)
earnings_analysis Earnings deep dive -- latest 8-K, trends, peer comparison identifier
industry_overview Sector survey -- screen companies, compare top players, identify trends industry (keyword)
insider_monitor Track insider buying and selling patterns identifier
fund_analysis Mutual fund or ETF deep dive -- holdings, performance, family identifier (fund ticker/CIK)
filing_comparison Compare filings across time or across companies identifier, optional form (default: 10-K), optional compare_to
activist_tracking Monitor SC 13D/G activist investor positions identifier

These are templates, not black boxes. Claude follows them step by step, and you can interrupt, redirect, or drill deeper at any point.

Due Diligence

"Run a due diligence analysis on NVDA"

Claude walks through:

  1. Company profile -- edgar_company with full financials and filings
  2. Financial trends -- edgar_trends for revenue, net income, and EPS over 5 years
  3. Risk factors -- edgar_read extracts Item 1A from the latest 10-K
  4. Recent events -- edgar_read checks the latest 8-K for material events
  5. Insider activity -- edgar_ownership reviews recent Form 4 transactions
  6. Synthesis -- business overview, financial health, key risks, insider sentiment

Earnings Analysis

"Analyze Microsoft's recent earnings"

Claude walks through:

  1. Latest earnings -- edgar_read finds the most recent earnings 8-K
  2. Financial trends -- edgar_trends for revenue, net income, EPS, and gross profit (annual and quarterly)
  3. Peer comparison -- edgar_compare against 2-3 peer companies
  4. Management commentary -- edgar_read extracts MD&A from the latest 10-K/10-Q
  5. Synthesis -- growth trends, margin analysis, peer performance, management outlook

Industry Overview

"Give me an overview of the semiconductor industry"

Claude walks through:

  1. Screen companies -- edgar_screen discovers companies in the sector
  2. Top players -- selects the 3-5 largest companies from results
  3. Comparative analysis -- edgar_compare on revenue, net income, margins, and assets
  4. Growth trends -- edgar_trends for the top 2-3 sector leaders
  5. Recent activity -- edgar_monitor checks for recent filings from sector companies
  6. Synthesis -- landscape, comparative performance, growth dynamics, recent events

Insider Monitor

"Track insider activity at Tesla"

Claude walks through:

  1. Company context -- edgar_company for company profile
  2. Insider transactions -- edgar_ownership pulls recent Form 4 filings
  3. Financial context -- edgar_trends for revenue, net income, and EPS
  4. Recent filings -- edgar_monitor checks for very recent Form 4 filings
  5. Synthesis -- who is buying/selling, patterns, alignment with financials, notable transactions

Fund Analysis

"Deep dive into SPY"

Claude walks through:

  1. Fund lookup -- edgar_fund gets fund hierarchy (company, series, share classes, tickers)
  2. Portfolio holdings -- edgar_fund retrieves current holdings, top positions, sector concentration
  3. Money market check -- if applicable, gets yield data, WAM/WAL, and share class details
  4. Top holdings analysis -- edgar_company for the top 3-5 portfolio holdings
  5. Related funds -- edgar_fund searches for other funds in the same family
  6. Synthesis -- overview, composition, concentration, key metrics, related funds

Filing Comparison

"Compare Apple's 10-K filings year over year"

Claude walks through:

  1. Company profile -- edgar_company for context
  2. Latest filing -- edgar_read extracts business, risk factors, and MD&A
  3. Previous filing -- edgar_search finds the prior year's filing, edgar_read extracts same sections
  4. Financial trends -- edgar_trends for revenue, net income, EPS, and assets
  5. Recent events -- edgar_read checks for 8-Ks between the two filing periods
  6. Synthesis -- business changes, new/removed risks, MD&A tone shifts, financial trajectory

For cross-company comparison, add a second company: "Compare Apple's 10-K to Microsoft's 10-K"

Activist Tracking

"Track activist investors at Disney"

Claude walks through:

  1. Company profile -- edgar_company for financial and governance context
  2. SC 13D filings -- edgar_read finds activist ownership filings (>5% with intent to influence)
  3. SC 13G filings -- edgar_read finds passive large holder filings
  4. Proxy context -- edgar_proxy for executive compensation and governance data
  5. Full-text search -- edgar_text_search for activist-related mentions
  6. Insider activity -- edgar_ownership checks insider trading around activist events
  7. Synthesis -- active 13D filers, passive holders, governance posture, timeline, outlook

Your First 10 Minutes

After setting up the MCP server, try these three prompts to see the tools in action:

1. Company snapshot

"Tell me about Nvidia -- profile and recent financials"

Claude calls edgar_company and returns:

{
  "company": "NVIDIA CORP",
  "profile": {
    "industry": "Semiconductors & Related Devices",
    "exchanges": ["Nasdaq"],
    "shares_outstanding": 24300000000
  },
  "financials": {
    "periods": 4,
    "period_type": "annual",
    "income_statement": "FY 2026 | FY 2025 | FY 2024 | FY 2023 ..."
  }
}

What to look for: Revenue figures and filing dates. These are live from EDGAR, not Claude's training data. If you see current fiscal years, it's working.

2. Live filings

"What 8-K filings were submitted to the SEC in the last hour?"

Claude calls edgar_monitor and returns:

{
  "filings": [
    {"form": "8-K", "filed": "2026-03-26", "company": "Haymaker Acquisition Corp. 4"},
    {"form": "8-K", "filed": "2026-03-26", "company": "GUOCHUN INTERNATIONAL INC."},
    {"form": "8-K", "filed": "2026-03-26", "company": "Quoin Pharmaceuticals, Ltd."}
  ]
}

What to look for: Today's date in the filed field. These are filings that just hit the SEC's servers.

3. Executive compensation

"What is Apple's CEO compensation?"

Claude calls edgar_proxy and returns:

{
  "company": "Apple Inc.",
  "ceo": {"name": "Mr. Cook", "total_comp": 74294811, "actually_paid": 108423733},
  "pay_vs_performance": {"company_tsr": 233.88, "peer_tsr": 279.51},
  "performance_measures": ["Net Sales", "Operating Income", "Relative TSR"]
}

What to look for: Structured compensation data extracted from XBRL-tagged proxy statements -- not scraped text.

Be specific about using EDGAR

If Claude answers from its training data instead of calling tools, be explicit: "Using your SEC tools, check EDGAR for..."